Posts
Cisco has finally surpassed its dotcom bubble high. Is the reinvented stock a buy from here?
Anyone been holding the bag for 26 years?
Intel CEO says company will make GPUs, popularized by Nvidia
MAMO 250% recovery?
Well, since the non-binding letter of intent to acquire FST Development = 60% drop, I assume it must be quite compelling for Mr. David Shan as the 77% majority shareholder to come to the conclusion that the non-binding letter of intend should be scrapped. If that happens and investors come …
$MSFT to rebound BIG
$10k deep $430c 7/17/26 expo. I think Microsoft is set up to rebound and run, sell off on earnings smash, we probably see $390-$400 before the turn around but I think Microsoft makes its way to a 35 P/E ratio within next 4-6 months.
Advanced Micro Devices, $AMD, earnings are out: - EPS: $1.53, est: $1.32 - Revenue: $10.27 billion, est: $9.67 billion
$AMD Q4 EARNINGS HIGHLIGHTS 🔹 Revenue: $10.27B (Est. $9.67B) 🟢; +34% YoY, +11% QoQ 🔹 Adj. EPS: $1.53 (Est. $1.32) 🟢 🔹 Adj. oper margin: 28% (Est. 25.4%) 🟢 🔹 Data Center: $5.4B; +39% YoY 🔹 Client & Gaming: $3.9B; +37% YoY Q1'26 Guide: 🔹 Rev: $9.5B–$10.1B (Est $9.4B) 🟢 …
Super Micro Computer Inc, $SMCI, earnings are out: - EPS: $0.60, est: $0.49 - Revenue: $12.68 billion, est: $10.34 billion
$SMCI Q2'26 EARNINGS HIGHLIGHTS 🔹 Revenue: $12.70B (Est. $10.42B) 🟢 🔹 Adj. EPS: $0.69 (Est. $0.49) 🟢 🔹 Gross margin: 6.30% Q3'26 Guidance: 🔹 Revenue: at least $12.30B (Est. $10.25B) 🟢 🔹 Adj. EPS: at least $0.60 (Est. $0.52) 🟢 FY26 Guide: 🔹 Revenue: at least $40.B Financials: 🔹 Net …
Why I’m buying the dip on Broadcom (AVGO) before Google (GOOG) earnings.
TL;DR: Everyone is buying Google (GOOGL) calls hoping for a pop. I’m betting on Google’s spending. AVGO dropped -6% today on zero news due to sector rotation. I’m loading up on June 2026 Calls to catch the rebound when Google announces massive AI infrastructure spending tomorrow. **The Context** Broadcom (AVGO) …
BREAKING: Advanced Micro Devices, $AMD, earnings are out: - EPS: $1.53, est: $1.32 - Revenue: $10.27 billion, est: $9.67 billion
$AMD Q4 EARNINGS HIGHLIGHTS 🔹 Revenue: $10.27B (Est. $9.65B) 🟢; +34% YoY, +11% QoQ 🔹 Adj. EPS: $1.53 (Est. $1.32) 🟢 🔹 Adj. oper margin: 28% (Est. 25.4%) 🟢 🔹 Data Center: $5.4B; +39% YoY 🔹 Client & Gaming: $3.9B; +37% YoY Q1'26 Guide: 🔹 Rev: $9.5B–$10.1B (Est $9.4B) 🟢 …
Jobs Not Finished still need to figure out how to get that 50K back
https://preview.redd.it/usbjo4o6pchg1.png?width=1157&format=png&auto=webp&s=3bb01e918bb23532293da4e77bd0a2edde567941 Planning to take an aggressive SanDisk put position near the open tomorrow